PIM
Platinum Investment Management Portfolio holdings
AUM
$397M
1-Year Est. Return
68%
This Fund
S&P 500
1 Year Est. Return
+68%
AUM
$397M
AUM Growth
-$35.9M
(-8.3%)
Holding
130
Top Buys
| 1 | +$7.8M | |
| 2 | +$4.41M | |
| 3 | +$2.48M | |
| 4 |
Caterpillar
CAT
|
+$2.08M |
| 5 |
EchoStar
SATS
|
+$1.44M |
Top Sells
| 1 | +$7.17M | |
| 2 | +$5.17M | |
| 3 | +$3.85M | |
| 4 |
Trip.com Group
TCOM
|
+$3.73M |
| 5 |
Wolverine World Wide
WWW
|
+$3.63M |
Sector Composition
| 1 | Healthcare | 30.56% |
| 2 | Consumer Discretionary | 18.52% |
| 3 | Industrials | 15.48% |
| 4 | Technology | 12.14% |
| 5 | Financials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
ZTO Express
ZTO
$17.3B
| $50.2M | 12.65% |
1,994,127
|
|
||
|
2
Trip.com Group
TCOM
$30.5B
| $18.9M | 4.77% |
379,718
-64,000
|
|
||
|
DDL
3
Dingdong
DDL
$547M
| $16.7M | 4.2% |
6,486,507
+25,618
|
|
||
4
Lam Research
LRCX
$418B
| $9.92M | 2.5% |
46,439
-9,406
|
|
||
5
Birkenstock
BIRK
$7.98B
| $9.85M | 2.48% |
275,000
+27,400
|
|
||
|
NOAH
6
Noah Holdings
NOAH
$696M
| $9.84M | 2.48% |
993,612
-65,300
|
|
||
7
AstraZeneca
AZN
$275B
| $9.32M | 2.35% |
+48,088
|
|
||
8
Broadcom
AVGO
$2.28T
| $8.1M | 2.04% |
26,186
-4,688
|
|
||
9
Pinduoduo
PDD
$126B
| $8.02M | 2.02% |
78,445
|
|
||
10
Micron Technology
MU
$1.2T
| $7.99M | 2.01% |
23,656
-1,264
|
|
||
11
Merck
MRK
$286B
| $7.62M | 1.92% |
63,316
|
|
||
12
Alphabet (Google) Class C
GOOG
$4.34T
| $7.05M | 1.78% |
24,592
-12,251
|
|
||
13
Johnson & Johnson
JNJ
$537B
| $6.8M | 1.71% |
27,830
|
|
||
14
AbbVie
ABBV
$381B
| $6.55M | 1.65% |
30,102
|
|
||
15
Yum! Brands
YUM
$40.4B
| $6.2M | 1.56% |
39,847
|
|
||
|
16
Caterpillar
CAT
$419B
| $6.02M | 1.52% |
8,500
+3,000
|
|
||
17
Huazhu Hotels Group
HTHT
$13.6B
| $5.93M | 1.5% |
117,996
|
|
||
|
TERN
18
DELISTED
Terns Pharmaceuticals
TERN
| $5.84M | 1.47% |
110,734
|
|
||
19
Rogers Communications
RCI
$20.6B
| $5.64M | 1.42% |
147,160
|
|
||
|
CNTA
20
Centessa Pharmaceuticals
CNTA
$6.17B
| $5.47M | 1.38% |
137,741
-17,360
|
|
||
21
Zoetis
ZTS
$32B
| $4.96M | 1.25% |
42,000
|
|
||
22
Amer Sports
AS
$20.6B
| $4.94M | 1.24% |
150,000
-10,000
|
|
||
23
NVIDIA
NVDA
$5.4T
| $4.92M | 1.24% |
28,191
|
|
||
24
Apogee Therapeutics
APGE
$5.93B
| $4.91M | 1.24% |
58,314
-10,898
|
|
||
25
Netflix
NFLX
$351B
| $4.81M | 1.21% |
+50,023
|
|